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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
Sugarloaf Wealth Management
Georgia
$21K – – –
RFA
777
Reilly Financial Advisors
California
$20K -$8.43K -25 -25%
EWM
778
Endurance Wealth Management
Rhode Island
$20K – – –
RCA
779
Ranch Capital Advisors
Florida
$20K – – –
WT
780
Washington Trust
Rhode Island
$20K – – –
LWM
781
Liberty Wealth Management
California
$20K +$3.71K +11 +17%
EI
782
Ellevest Inc
New York
$20K +$18.9K +56 +267%
KIG
783
Kowal Investment Group
Wisconsin
$20K +$26K +77 New
CA
784
Crewe Advisors
Utah
$19K – – –
BDWM
785
Brewin Dolphin Wealth Management
Ireland
$18.3K – – –
Loomis, Sayles & Company
786
Loomis, Sayles & Company
Massachusetts
$18K -$144K -428 -86%
APWA
787
Atlas Private Wealth Advisors
New Jersey
$18K – – –
EWM
788
Edge Wealth Management
New York
$18K – – –
LPWM
789
Lake Point Wealth Management
Texas
$17K -$2.7K -8 -11%
CP
790
Corbenic Partners
Pennsylvania
$17K – – –
ODG
791
O'Dell Group
Ohio
$17K +$21.9K +65 New
BWM
792
BerganKDV Wealth Management
Minnesota
$16K -$2.02K -6 -9%
NC
793
NewSquare Capital
Pennsylvania
$16K – – –
PGAM
794
Princeton Global Asset Management
New Jersey
$16K – – –
CCMW
795
Cypress Capital Management (Wyoming)
Wyoming
$14K – – –
RIA
796
RPG Investment Advisory
California
$14K – – –
AWM
797
Atticus Wealth Management
Florida
$13K -$59.7K -177 -78%
CFB
798
Cullen/Frost Bankers
Texas
$13K – – –
FFA
799
Freedman Financial Associates
Massachusetts
$13K – – –
HI
800
Hudock Inc
Pennsylvania
$13K – – –